为充分发挥党建引领作用，深化珠海与横琴粤澳深度合作区（以下简称"合作区"）互联网行业的交流互鉴，10月16日至17日，由珠海市互联网行业党委、珠 海市委网信办机关党支部组织的网信暖"新"——大厂探营日活动成功举办。本次活动通过"跨界串门""沉浸式探营"的形式，邀请合作区企业代表走进珠海龙 头互联网企业，感受成熟产业集群的党建与创新，同时也组织属地互联网企业代表赴合作区学习跨境融合的前沿实践，吸引了约70名互联网企业、网络空间 安全协会、网络文化协会等社会组织新兴领域代表参加。 受访者 供图 在珠海高新区，企业代表们深入珠海金山软件有限公司、远光软件股份有限公司，进行了一场"创新驱动 党建赋能"的深度研学。从金山党群服务中心的红 色阵地到金山创想馆的未来探索，从远光软件人工智能实验室的硬核元素到书画空间的人文情怀，两家行业龙头全面展示了将党建融入核心技术攻关、企业 管理及企业文化建设"软实力"的丰硕成果，为珠海同行及合作区企业提供了成熟范本和宝贵的学习经验。 南方+记者 吴枫 受访者 供图 在座谈中，企业代表们围绕党建如何成为看得见的生产力、如何以"党建红"带动企业"发展强"为主题展开头脑风暴，进行了深入对话。 ...

格隆汇10月17日丨远光软件(002063.SZ)在互动平台表示，公司目前暂未涉足核电、可控核聚变领域。 ...

证券日报网讯 远光软件10月16日在互动平台回答投资者提问时表示，远光软件SuperPIP是基于7S （OBS、EPS、RBS、WBS、CBS、DBS、KBS）模型构建企业级统一项目管理体系框架的一款产品研 发项目管理软件，在项目研发进度管理上按照WBS管控体系串联各相关要素实现项目全周期的闭环管 理，以一本计划为基础实现多级计划集中管理与动态控制。项目管理系统负责制定计划、监控计划执行 过程，交付物的编写、审核、进展状态在PLM系统完成。通过业务整合和软件集成，实现计划与交付 物的闭环管理，清晰体现管理者与执行者的工作内容与协作方式。同时能够让管理者实时动态的跟踪所 有项目进展，及时掌握项目各要素的健康状态，计划、跟踪及控制变得更加规范和有效。 （编辑 王雪儿） ...

Investment Rating - The report initiates coverage with an "Outperform" rating for the company [4]. Core Views - The company, as a leader in power information technology, is positioned to capitalize on multiple opportunities arising from the "dual carbon + electricity reform" initiatives and the expansion of the domestic EPR market, with expected performance growth surpassing forecasts [1][4]. Financial Summary - Total revenue projections for 2025-2027 are 27.39 billion, 31.66 billion, and 37.48 billion RMB, respectively, with corresponding EPS of 0.19, 0.22, and 0.29 RMB [3][4]. - The company anticipates a revenue growth rate of 14.2%, 15.6%, and 18.4% for the years 2025, 2026, and 2027, respectively [3][4]. Business Strategy and Market Position - The company has a 40-year history in providing information technology products and services to the energy sector, which has led to significant competitive advantages [19][22]. - The focus on digital transformation in large enterprises is expected to drive growth, particularly in the context of the national push for a unified electricity market system by 2030 [26][29]. Revenue and Profitability Forecast - The report outlines a detailed revenue breakdown by business segment, with expected growth rates for Group Management, Data Services, Artificial Intelligence, and Smart Energy businesses ranging from 10% to 25% from 2025 to 2027 [9][10][11][12][14]. - The overall gross margin is projected to stabilize around 57% during the forecast period [14]. Valuation Analysis - The company is valued using both PE and PS methods, with a target price of 8.49 RMB per share based on a 2025 PE of 45, resulting in a reasonable valuation of 161.69 billion RMB [4][19]. - The average PE of comparable companies is noted to be 43.22, indicating a strong market position for the company [16][17]. Technological Innovation and R&D - The company emphasizes R&D, with a consistent investment rate exceeding 24% of revenue over the past five years, ensuring continuous technological advancement and innovation [39][42]. - The focus on AI and digital technologies is expected to enhance operational efficiency and support the digital transformation of clients [39][42]. Policy and Market Trends - The report highlights the supportive policy environment for domestic EPR development, which is expected to accelerate the company's digital transformation efforts [43][44]. - The ongoing national initiatives for information technology innovation and domestic substitution are anticipated to bolster market confidence and expand the company's operational scope [44].

10月9日，远光软件盘中上涨2.07%，截至13:08，报6.40元/股，成交2.18亿元，换手率1.96%，总市值 121.93亿元。 资金流向方面，主力资金净流入556.97万元，特大单买入2759.39万元，占比12.63%，卖出2502.75万 元，占比11.45%；大单买入5441.70万元，占比24.90%，卖出5141.37万元，占比23.53%。 远光软件今年以来股价涨11.69%，近5个交易日涨0.47%，近20日涨4.23%，近60日涨6.31%。 资料显示，远光软件股份有限公司位于广东省珠海市科技二路23号远光智能产业园，成立日期1998年12 月29日，上市日期2006年8月23日，公司主营业务涉及国内电力行业财务和管理软件的开发与销售。主 营业务收入构成为：数字企业82.10%，智慧能源9.32%，人工智能5.77%，数据资源整合及服务1.85%， 其他0.96%。 远光软件所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：财税信息化、 AIAgent（智能体）、RPA概念、华为鲲鹏、军民融合等。 截至9月20日，远光软件股东户数9.11万，较上期减少0.86%；人均 ...

证券日报网讯远光软件（002063）9月29日在互动平台回答投资者提问时表示，截至9月20日，公司股东 总户数为91，104户。 ...

Core Viewpoint - The company emphasizes the importance of market capitalization management and aims to enhance operational capabilities and profitability while improving communication with the capital market [1] Group 1: Investor Communication - The company has developed a special work plan for investor communication to effectively convey its intrinsic value and guide market expectations [1] - In 2025, the company has conducted over twenty investor exchange meetings, including AI-themed meetings, RWA-themed meetings, one-on-one communications with key institutions, and strategy roadshow activities, attracting over 200 investors and analysts [1] - The company regularly hosts unique investor relations activities, such as "Visiting Listed Companies," to explore new communication models and enhance communication effectiveness [1]

证券日报网讯 远光软件9月22日发布公告，在公司回答调研者提问时表示，二级市场股价受宏观经济、 行业周期、产业政策、市场资金、投资者情绪等诸多复杂因素影响，存在不确定性，公司一直以来非常 重视市值管理工作，致力于提升公司经营能力和盈利水平，积极建立与资本市场沟通的渠道，做好上市 公司信息披露，提升和传递上市公司的内在价值。 （编辑 袁冠琳） ...

Group 1: Company Strategy and AI Integration - The company focuses on AI applications in the electricity sector, emphasizing scenario-based intelligence and smart energy solutions [2][3] - Key areas of AI development include: 1. Q&A consulting assistant for energy policies and market rules 2. Intelligent analysis reports for power trading and energy scheduling 3. Specialized intelligent applications for real-time monitoring and diagnostics 4. Development of smart devices like self-developed rapid disconnect switches [3] Group 2: Market Position and Challenges - The company has encountered growth bottlenecks, with its main business stagnating [3] - The market capitalization has remained around 10 billion RMB for the past three to four years, with recent stock performance near the exercise price of equity incentives [6] Group 3: Investor Relations and Communication - The company has conducted over 20 investor communication events in 2025, attracting more than 200 investors and analysts [6] - There is a focus on enhancing market communication and proactive engagement with investors to improve market expectations and company visibility [6] Group 4: Financial Performance and Market Confidence - The company is committed to improving operational capabilities and profitability, actively managing its market value [5][6] - The management acknowledges the impact of macroeconomic factors and market sentiment on stock performance, emphasizing ongoing efforts in value communication and information disclosure [6]

Core Viewpoint - The company, Yuanguang Software, is actively expanding its DAP product strategy across various industries, including healthcare and construction, while focusing on risk control and AI integration in its operations [1] Group 1: DAP Product Promotion Strategy - The company plans to deepen its efforts in the power industry while extending its reach into non-electric sectors such as healthcare and construction through a "headquarters benchmark + regional replication" model [1] Group 2: DAP Full-Scale Application Progress - In the first half of 2025, the company achieved significant progress in asset management for the State Grid, utilizing a smart financial platform to support management tasks [1] - The company completed benchmark construction for full-scale applications based on the "DAP + financial platform" model [1] Group 3: Healthcare Industry Promotion - The company has successfully implemented smart financial projects in several hospitals, including the Shenzhen Second People's Hospital and Huashan Hospital affiliated with Fudan University, with multiple modules now operational [1] Group 4: Personnel Scale Planning - The company expects its overall personnel scale to remain stable compared to last year, focusing on attracting key talent while optimizing personnel structure to enhance efficiency [1] Group 5: Accounts Receivable Risk Control - The company has established a joint task force to optimize the collection of accounts receivable, primarily from large energy groups with good credit [1] Group 6: AI Business Layout - The company has developed an AI platform, Yuanguang Tianfeng, integrating various large models and launching multiple enterprise-level intelligent applications in several energy groups [1] Group 7: Smart Energy Business Opportunities - The company sees significant opportunities in the digitalization and information support needs of various market participants in the power sector, focusing on AI-based forecasting, decision-making, cost estimation, and scheduling control [1]